Task Bundals
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Learn · Lesson 7 of 8

Branches and roles: who sees what.

Task Bundals has three roles and they are easy to keep apart. The owner sees every branch. A manager logs in and sees one branch. Staff do not log in at all: each link they get opens one piece of work.

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After this lesson

What you will be able to do

Explain the three roles to your team in a minute.
Give a manager their own log in for one branch.
Know which things only the owner can do.
Step by step

The steps, on the real screens.

  1. Open Team. The People table shows each person’s Role as Owner, Manager or Staff, with their Branch beside it. The owner’s branch reads “All”.
  2. Open Branches. Each branch is a card with its city and its number of people. The line under the cards reads: “A manager sees only their own branch. The owner sees every branch.”
  3. Make a manager. In People, press Change on the person, set Role to Manager, choose the Branch, and fill the email and the password they will log in with. Press Save.
  4. See what the manager sees. When they log in, the home screen shows “My branch” with one card. Tasks, Approvals, Problems and Team list only that branch.
  5. Look at one branch as the owner. On Today and on Problems, the picker at the top starts at “All branches”. Choose a branch to narrow the screen.
  6. Open a branch from the home screen. The branch page shows today’s percent, the week’s percent, and cards for Tasks, Approvals and Problems, with “Still open today” and People below.
  7. Know the owner-only parts. “Add a branch”, saving the “Reminder rules”, and the “Edit log”, which lists every change with Before and After. Rows in that log can only be added.
Sign-up is not open yet. These steps follow the screens as they are built today, and a label may change before launch.

Team

Three roles, and only two of them log in.

Team / People
Hetal Shah · AllOwner
Logs in. Sees everything.
Jignesh Patel · AhmedabadManager
Logs in. Sees one branch.
Pooja Desai · video editor · AhmedabadStaff
No log in. Opens the link she is sent.
Shown with the demo studio, Northlight Studio. It is an example, not a customer.
Common mistakes

Four mix-ups about roles.

Making everyone a manager. A person who only does the work needs no log in. Staff is the right role.
Two people sharing one log in. The trail of each task records who shared and who approved by name. Shared log ins make that record wrong.
Asking a manager to move someone to another branch. A manager can add and change staff in their own branch only. The owner sets Role and Branch.
Worrying that staff can browse. A staff link opens only the one piece of work it was made for.

Questions about roles

No. A business has one owner. Other people who need to log in are managers.
No. A manager sees the people and the work of their own branch only. The owner sees every branch.
No. Staff never log in. If a manager forgets a password, the owner sets a new one from Team.
No. There is no charge per branch. Prices are coming soon.
Read every question and answer →
Previous: Problems and handoverNext: Scores and reports
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LearnFirst day setupGive work in one lineProof and approvalChecklists with proofThe reminder ladderProblems and handoverScores and reports

Give work today. See proof tonight.

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